Pacific Life · 7 hours ago
Sales Associate - Entry Level
Pacific Life is a Fortune 500 company that has been in business for over 150 years, focusing on providing financial services. The Sales Associate position offers an opportunity to support the Consumer Markets Division sales team by assisting advisors with prospecting calls and other sales support activities.
FinanceFinancial ServicesInsurance
Responsibilities
Assist advisors by providing support to the Wholesaling Teams
Make outbound prospecting/cross-selling, campaign and appointment calls to advisors at the direction of specific Field Wholesaler/Internal Wholesaler teams
Provide overall support to the department interns
Shadow Internal Wholesalers to get an understanding of how to become successful in selling our products to our client base
Qualification
Required
Must obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63 License in first 3 months of position
Strong communication skills, both written and verbal
Ability to build relationships over the phone
Ability to prospect for leads and follow up on them
Strong organizational skills
Preferred
Interest in annuity and mutual funds strongly preferred
College degree strongly preferred
Benefits
Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Recent News
Private Capital Journal
2025-12-05
2025-11-22
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